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Purchase Record Status

Purchase Record Status

Understanding the Purchase Status in Purchase Records.

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Written by Rob Wylie
Updated over 2 weeks ago

Purchase Record Statuses are used to help you manage your Purchase Orders, Goods Allocation and invoicing workflows.


Getting There

  • You can find the Purchase Records Module via the Stock Menu.

When you find the Record you wish to view:

  • Click on the + next to the Action Tray to expand the grid.

Status

Summary

+ Lines in PO

Lines created on the PO

+ Goods To Be Received

Goods still to be received on the PO

Open

No Lines have Goods Received.

Partially Open

Some lines have partially received goods

Some Lines Received

Some lines have fully Received Goods.

Partially Open-Some Line Received

Some lines have partially Received Goods, and some are fully goods received.

+ Goods Receive Allocation Info

Lines that have been marked as goods received (receipts) against the PO

Fully Received

All line items have goods received.

Partially Received

Some of the lines of the order have goods received.

Not Received

Nothing has been goods received for this line.

+ Lines Received Invoiced Detail

What has been Purchase Invoice Processed (PIP lines)

Not Received and Not Invoiced

On this line, no Goods have been received and no invoices have been Purchase Invoice Processed (PIP’d).

Partially Received and Not Invoiced

On this line, some of the order has Goods received, and nothing has been PIP’d.

Partially Received and Partially Invoiced

On this line, some of the order has Goods received, and some of it has been PIP’d.

Not Received and Not Invoiced

On this line, no goods have been received, and no invoices have been Purchase Invoice Processed (PIP’d).

Partially Received and Not Invoiced

On this line, some of the order has goods received, and nothing has been processed PIP’d.

Partially Received and Partially Invoiced

On this line, some of the order has been goods received, and some of it has been PIP’d.

Partially Received and Invoiced

On this line, some of the order has goods received, and some of it has been PIP’d.

Received and Not Invoiced

On this line, all goods have been received but none have been PIP'd.

Received and Invoiced

On this line, the order has all goods received and fully PIP’d.

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